TV Appearances

Last night, I appeared on ABC News to discuss Westpac’s (ASX:WBC) half-year financial results, where CEO Anthony Miller reported disappointing numbers. A key concern was the bank’s net interest margins (gross profit margin made on their lending activities), which came in one basis point below expectations. Miller attributed this to intense competition in business and institutional lending, as well as deposit-taking. Lower lending volumes in New Zealand also contributed to the weaker results. continue…

by Roger Montgomery Posted in Market commentary, TV Appearances.

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I joined Juliette Saly on Ausbiz to discuss the first 100 days of the Trump administration, which has been marked by controversial executive orders, mass deportations, ‘January 6’ pardons, and of course – tariffs.

Economically, we see fears of stagflation loom (with Goldman Sachs forecasting minimal GDP growth or even a mild recession), a 19 per cent S&P drop, rising inflation expectations, falling consumer confidence, and small business strain. continue…

by Roger Montgomery Posted in TV Appearances.

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I joined Juliette Saly from Ausbiz last week to discuss the market reaction to Trump’s on-again off-again tariffs. The unpredictable nature of these trade measures has fuelled volatility in markets, further compounded by China’s retaliatory actions. continue…

by David Buckland Posted in TV Appearances.

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Yesterday, I appeared on The Business – ABC Television News to discuss Trump’s newly imposed tariffs. Taking effect on ‘Liberation Day’, these tariffs have already sent ripples through global markets. Australia, along with the UK, Singapore and Brazil were all slapped with a 10 per cent tariff. China, Australia’s largest trading partner, was dealt a more severe blow with an additional 34 per cent tariff – bringing the total increase to 54 per cent since Trump took office. continue…

by Roger Montgomery Posted in TV Appearances.

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I joined Ausbiz yesterday on ‘Liberation Day’ to the impact of Trump’s tariffs on Australia’s four major exports to the U.S. – beef, gold and precious stones, pharmaceuticals, and medical equipment.   continue…

by David Buckland Posted in TV Appearances.

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I joined Ausbiz last week with fellow panellists Josh Gilbert from eToro and Grady Wulff from Bell Direct, to discuss a range of developments shaping the current economic and political landscape. continue…

by Roger Montgomery Posted in TV Appearances.

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I joined Ausbiz to discuss the growing appeal of the private credit sector and why it is emerging as a popular investment option for retail investors. continue…

by Roger Montgomery Posted in TV Appearances.

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I joined Ausbiz Private Access to explore the rise of private credit in Australia, driven by a $350 billion funding gap for small to medium enterprises (SMEs). I highlight opportunities for non-bank lenders, growing demand from retirees for stable income, and the importance of risk management within private credit funds.  Watch the full interview here: Ausbiz: Private Access: Independent ratings make risk vs reward crystal clear 

by Roger Montgomery Posted in Aura Group, TV Appearances.

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This morning, I joined Ausbiz to break down the “Trump slump” and its impact on equity markets, with major indices and big technology stocks facing pressure. We explored how central bank liquidity, bond market fluctuations, and artificial intelligence (AI) revenue concerns are shaping investor sentiment. With bearish sentiment on the rise, the question now is whether this environment presents a real opportunity for active investors and selective stock picking.

by Roger Montgomery Posted in TV Appearances.

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I joined Ausbiz to discuss the market’s strong reactions to earnings surprises this reporting season, the competitive advantages driving companies like the Commonwealth Bank of Australia ahead of rivals, and Nick Scali’s growth through strategic acquisitions. I also shared my broader market outlook, highlighting the importance of disinflation, economic growth, and liquidity for a bull market, while questioning the sustainability of liquidity in future gains. Listen to the full interview here: Ausbiz – should we be less certain on a bullish 2025 for now? 

by Roger Montgomery Posted in In the Press, TV Appearances.

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